See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,964 | $95,266-74.8% | $82,389-70.9% | $142,382-83.2% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.5%+22.1pp | 80.1%+11.5pp |
| Annual return | 20.70% | 25.74%-5.0pp | 28.67%-8.0pp | 217.08%-196.4pp |
| Employer contribution / active EE | $3,624 | $2,991+21.2% | $2,517+44.0% | $4,299-15.7% |
| Participant deferral / active EE | $4,889 | $4,809+1.7% | $4,155+17.7% | $6,507-24.9% |
| Admin fee / account holder | $5,676 | $8,563-33.7% | $7,231-21.5% | $12,624-55.0% |